Moodys Corp
MCO- Exchange
- NYSE
- Industry
- Services-Consumer Credit Reporting, Collection Agencies
- SEC CIK
- 0001059556
In the last 90 days, Moodys Corp insiders filed 0 open-market purchases and 2 sales; 1,415 institutions reported holding it in 13F filings for Q2 2026, worth $71.7B in total; 8 superinvestors hold it, including Berkshire Hathaway and TCI Fund Management.
13F holders, Q2 2022
Institutional positions in Moodys Corp as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 954
- −56 vs. Q1 2022
- Shares held
- 169.0M
- +599.7K (+0.4%) vs. Q1 2022
- Total value
- $46.0B
- −$10.7B (−18.9%) vs. Q1 2022
- New holders
- 75
- 341 more added
- Sold out
- 131
- 353 more reduced
13 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MCO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,415 | $71.7B |
| Q1 2026 | 1,387 | $70.1B |
| Q4 2025 | 1,425 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,347 | $82.9B |
| Q1 2025 | 1,315 | $77.5B |
| Q4 2024 | 1,303 | $78.2B |
| Q3 2024 | 1,209 | $77.7B |
| Q2 2024 | 1,161 | $70.2B |
| Q1 2024 | 1,133 | $65.4B |
| Q4 2023 | 1,104 | $65.9B |
| Q3 2023 | 1,036 | $53.3B |
| Q2 2023 | 1,025 | $58.3B |
| Q1 2023 | 966 | $52.0B |
| Q4 2022 | 966 | $47.4B |
| Q3 2022 | 937 | $40.9B |
| Q2 2022 | 954 | $46.0B |
| Q1 2022 | 1,023 | $57.3B |
| Q4 2021 | 1,059 | $66.2B |
| Q3 2021 | 976 | $60.2B |
| Q2 2021 | 943 | $62.0B |
| Q1 2021 | 923 | $50.8B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 883 | $240.0K | 0.03% | −5−0.6% | Reduced |
| Axiom Financial Strategies, LLC | 884 | $240.0K | 0.13% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 890 | $242.0K | 0.01% | +890 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 892 | $243.0K | 0.01% | +18+2.1% | Added |
| Lion Street Advisors, LLC | 606 | $247.0K | 0.13% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 918 | $249.0K | 0.03% | +5+0.5% | Added |
| American Portfolios Advisors | 920 | $250.1K | 0.01% | −8−0.9% | Reduced |
| Boothbay Fund Management, LLC | 922 | $251.0K | 0.01% | +922 | New |
| Ellevest, Inc. | 926 | $252.0K | 0.02% | +346+59.7% | Added |
| Pettee Investors, Inc. | 946 | $257.0K | 0.13% | 00.0% | Unchanged |
| Baxter Bros Inc | 949 | $258.0K | 0.05% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 954 | $259.0K | 0.33% | +10+1.1% | Added |
| Lincoln National Corp | 950 | $259.0K | 0.01% | +170+21.8% | Added |
| Shearwater Capital LLC | 958 | $260.0K | 0.29% | +3+0.3% | Added |
| Quadrant Capital Group LLC | 983 | $267.0K | 0.04% | +206+26.5% | Added |
| JB Capital LLC | 986 | $268.0K | 0.03% | +18+1.9% | Added |
| Beese Fulmer Investment Management, Inc. | 1,000 | $272.0K | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,000 | $272.0K | 0.03% | 00.0% | Unchanged |
| Annandale Capital, LLC | 1,000 | $272.0K | 0.11% | +1,000 | New |
| Boulder Hill Capital Management LP | 1,000 | $272.0K | 0.31% | +1,000 | New |
| Hutner Capital Management Inc | 1,015 | $276.0K | 0.18% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,013 | $276.0K | 0.01% | +121+13.6% | Added |
| IFP Advisors, Inc | 3,057 | $277.0K | 0.01% | −1,660−35.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,019 | $277.0K | 0.00% | +186+22.3% | Added |
| B. Riley Wealth Management, Inc. | 1,022 | $278.0K | 0.03% | +106+11.6% | Added |
| Zions Bancorporation, N.A. | 1,025 | $279.0K | 0.03% | +63+6.5% | Added |
| Cozad Asset Management Inc | 1,030 | $280.0K | 0.04% | +250+32.1% | Added |
| Cornerstone Advisory, LLC | 1,033 | $281.0K | 0.06% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,033 | $281.0K | 0.09% | +13+1.3% | Added |
| Howland Capital Management LLC | 1,038 | $282.0K | 0.02% | +1,038 | New |
| Broadleaf Partners, LLC | 1,040 | $283.0K | 0.12% | −20−1.9% | Reduced |
| Schechter Investment Advisors, LLC | 1,043 | $284.0K | 0.03% | +390+59.7% | Added |
| West Family Investments, Inc. | 1,046 | $284.0K | 0.11% | +404+62.9% | Added |
| Almanack Investment Partners, LLC. | 1,052 | $286.0K | 0.03% | +1,052 | New |
| TD Private Client Wealth LLC | 1,054 | $286.7K | 0.01% | +19+1.8% | Added |
| Mark Stevens | 1,055 | $287.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 1,054 | $287.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,085 | $295.0K | 0.13% | −211−16.3% | Reduced |
| Conning Inc. | 1,092 | $297.0K | 0.01% | −14−1.3% | Reduced |
| Studio Investment Management LLC | 1,091 | $297.0K | 0.10% | +68+6.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,095 | $298.0K | 0.05% | −226−17.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,101 | $299.0K | 0.05% | +2+0.2% | Added |
| Old National Bancorp | 1,107 | $301.0K | 0.01% | −1,002−47.5% | Reduced |
| Regal Investment Advisors LLC | 1,108 | $301.0K | 0.03% | −16−1.4% | Reduced |
| Patton Albertson Miller Group, LLC | 1,108 | $301.0K | 0.06% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,107 | $301.0K | 0.62% | +1,107 | New |
| RFG Advisory, LLC | 995 | $310.0K | 0.02% | +39+4.1% | Added |
| Sandy Spring Bank | 1,142 | $311.0K | 0.02% | −1,320−53.6% | Reduced |
| FineMark National Bank & Trust | 1,151 | $313.0K | 0.01% | −26−2.2% | Reduced |
| Magellan Asset Management Ltd | 1,153 | $314.0K | 0.00% | +89+8.4% | Added |
| Connectus Wealth, LLC | 1,156 | $315.0K | 0.01% | −53−4.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,170 | $318.0K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,168 | $318.0K | 0.04% | +192+19.7% | Added |
| Sustainable Insight Capital Management, LLC | 1,100 | $319.0K | 0.32% | −85−7.2% | Reduced |
| Oak Thistle LLC | 1,176 | $320.0K | 0.62% | +262+28.7% | Added |
| Webster Bank, N. A. | 1,200 | $326.0K | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,200 | $326.0K | 0.36% | 00.0% | Unchanged |
| Boltwood Capital Management | 1,210 | $329.0K | 0.14% | −80−6.2% | Reduced |
| Tributary Capital Management, LLC | 1,225 | $333.0K | 0.03% | −25−2.0% | Reduced |
| Federated Hermes, Inc. | 1,239 | $337.0K | 0.00% | −113−8.4% | Reduced |
| Proficio Capital Partners LLC | 1,246 | $339.0K | 0.06% | +23+1.9% | Added |
| Palisades Hudson Asset Management, L.P. | 1,258 | $342.0K | 0.19% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,261 | $342.0K | 0.03% | +169+15.5% | Added |
| Bank of the West | 1,261 | $343.0K | 0.04% | −200−13.7% | Reduced |
| Maple Capital Management, Inc. | 1,265 | $344.0K | 0.05% | −80−5.9% | Reduced |
| LWM Advisory Services, LLC | 1,266 | $344.0K | 0.41% | +133+11.7% | Added |
| Kendall Capital Management | 1,285 | $349.0K | 0.19% | −130−9.2% | Reduced |
| Fayez Sarofim & Co | 1,285 | $349.0K | 0.00% | −22−1.7% | Reduced |
| Stratos Wealth Advisors, LLC | 1,295 | $352.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,306 | $355.0K | 0.00% | −53−3.9% | Reduced |
| BTR Capital Management Inc | 1,314 | $357.0K | 0.05% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 1,313 | $357.0K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,153 | $362.2K | 0.01% | −2,323−66.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,334 | $363.0K | 0.02% | −175−11.6% | Reduced |
| Legacy Private Trust Co. | 1,334 | $363.0K | 0.03% | −126−8.6% | Reduced |
| Horizon Investments, LLC | 1,336 | $363.0K | 0.01% | −34−2.5% | Reduced |
| J. W. Coons Advisors, LLC | 1,350 | $368.0K | 0.13% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,378 | $375.0K | 0.01% | +1,378 | New |
| Snowden Capital Advisors LLC | 1,389 | $377.0K | 0.02% | −183−11.6% | Reduced |
| MQS Management LLC | 1,388 | $377.0K | 0.26% | +1,388 | New |
| Argyle Capital Management Inc. | 1,400 | $381.0K | 0.14% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,404 | $382.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,408 | $383.0K | 0.01% | −45−3.1% | Reduced |
| DDD Partners, LLC | 1,417 | $385.0K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,241 | $385.0K | 0.04% | +197+18.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,422 | $387.0K | 0.03% | −400−22.0% | Reduced |
| Savant Capital, LLC | 1,425 | $388.0K | 0.01% | +102+7.7% | Added |
| Bradley Foster & Sargent Inc | 1,448 | $394.0K | 0.01% | −106−6.8% | Reduced |
| Argent Trust Co | 1,446 | $394.0K | 0.03% | −3−0.2% | Reduced |
| Brave Asset Management Inc | 1,458 | $397.0K | 0.18% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,463 | $398.0K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,475 | $401.0K | 0.08% | −2−0.1% | Reduced |
| Great Lakes Advisors, LLC | 1,474 | $401.0K | 0.01% | +80+5.7% | Added |
| Proequities, Inc. | 1,493 | $406.0K | 0.03% | +120+8.7% | Added |
| Caxton Associates LP | 1,492 | $406.0K | 0.05% | +490+48.9% | Added |
| Borer Denton & Associates, Inc. | 1,500 | $408.0K | 0.20% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 1,507 | $410.0K | 0.03% | +1,507 | New |
| Range Financial Group LLC | 1,521 | $414.0K | 0.30% | −579−27.6% | Reduced |
| Personal Capital Advisors Corp | 1,526 | $415.0K | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,550 | $422.0K | 0.01% | −4−0.3% | Reduced |